Lisa Ann Krall

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Greensburg, PA

Previous Registrations

• 2011-12-19 → 2023-09-01
  Osaic Services, Inc.
  Latrobe, PA
  Latrobe, PA
  Greensburg, PA
  Phoenix, AZ
• 2010-12-07 → 2012-10-31
  The Second Half Coach, Inc.
  Latrobe, PA

Other Businesses

1. THE MOXIE WOMEN'S NETWORK POSITION: President NATURE: This is a Networking group that I would like to start. This will not be member based. It is a public event aimed at business women. Meetings will be held at the Bishop Connaire Center bi-monthly. Each meeting will have a different speaker that adds value to the women's life. In addition to a occasional presentation by me, currently we are considering speakers such as: Sheila Hyland:An experiences news anchor and managing editor of major network affiliates including ABC, CBS and Fox. She is currently a principal with FosterHyland & Associates, an agency specializing in media training, crisis communications, executive and talent coaching, presentation and customer service training. Presentation title "Leadership - Your Best Self" Audrey Russo: President and CEO of the Pittsburgh Technology Council. "Driving Change though Influence, not Job Title- in the ever-changing world of innovation" Beth Caldwell: Author, speaker and business success strategist.Presentation Title "Making Your Brand Your Statement" We would like to charge a nominal fee for the event to cover the speaker cost and the room cost. Currently we are thinking $25. This fee is also being charged to ensure people show up. If the event is free, people are more likely to back out at the last minute. If there is any money that remains after costs are covered, the money will be retained for the next event or donated to charity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/26/2018 ADDRESS: 143 Hartman Rd, Suite 9, Greensburg PA 15601, United States DESCRIPTION: My assistant will be planning the event so I will simply oversee her planning. At the event I will introduce the speaker and welcome the croud. I am the MC for the events. 2. NOTARY - LISA KRALL POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2017 ADDRESS: 143 Hartman Rd., Suite 9, Greensburg PA 15601, United States DESCRIPTION: I got licensed as a notary. It is only used as an added convenience for my clients. No fees are charged and it is not advertised. 3. LISA KRALL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2007 ADDRESS: 143 Hartman Rd Ste 9, Greensburg PA 15601, United States DESCRIPTION: Fixed Annuity Sales 4. KRALL CONSULTING GROUP, LLC POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2016 ADDRESS: 143 Hartman Rd. Ste 9, Greensburg PA 15601, United States DESCRIPTION: Owner of Krall Consulting Group, LLC 5. KRALL CONSULTING GROUP, LLC POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2016 ADDRESS: 143 Hartman Rd. Ste 9, Greensburg PA 15601, United States DESCRIPTION: Owner of Krall Consulting Group, LLC 6. THE MOXIE WOMEN'S NETWORK POSITION: President NATURE: This is a Networking group that I developed. It is not member based. It is a public event aimed at business women. Meetings are held quarterly at local venues. Each meeting has a different speaker that adds value to the women's life.We charge a nominal fee for the event to cover the event expenses. No profit is made by the Moxie Women's Network or anyone associated with the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/26/2018 ADDRESS: 143 Hartman Rd, Suite 9, Greensburg PA 15601, United States DESCRIPTION: My assistant will be planing the event so I will simply oversee her planning. At the event I will introduce the speaker and welcome the croud. I am the MC for the events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-03
• S63 Uniform Securities Agent State Law Examination
  2005-05-23

Designations

Other Names

• Lisa Ann Calabrese
• Lisa Ann Calabrese